Dai-Ichi Karkaria Ltd

Financials & segment mix

• Q1 FY26-27 revenue Rs 57.84 crore, up about 47% YoY.
• QoQ revenue growth approximately 40% in the quarter.
• Oilfield Chemicals remains largest segment, contributing over half of revenue.

Operational developments & capacity

• Additional ethylene oxide reactor commissioned at Dahej facility.
• Expanded capacity to be commercialised, driving product categories.
• Additional oilfield production capacity added; ramp to proceed through FY27.

Strategy & outlook

• Focus on deepening customer relationships across segments.
• Commercialising expanded capacities and sustainable, profitable growth.
• Middle East geopolitics impacted some downstream categories but overall resilience.

Standalone performance

• Revenue from operations ₹5,784 lakhs; total income ₹6,335 lakhs.
• PAT ₹609 lakhs; EPS ₹8.18.
• PBT before tax ₹850 lakhs; tax ₹241 lakhs.
• Auditors: limited review unmodified; single segment: Specialty Chemicals.

Consolidated performance

• Consolidated revenue from operations ₹5,784 lakhs; total income ₹5,930 lakhs.
• PAT ₹204 lakhs; EPS ₹3.93.
• PBT ₹445 lakhs; tax ₹241 lakhs; JV share ₹89 lakhs.
• Total comprehensive income ₹273 lakhs; single segment: Specialty Chemicals.

Meeting Details

• Board meeting scheduled for Thursday, August 13, 2026 to consider unaudited standalone and consolidated financial results.
• Trading window closed from July 1, 2026; opens 48 hours after results on August 13, 2026.

Key Agenda Items

• Consider and approve the unaudited standalone and consolidated financial results for the quarter ended June 30, 2026.

AGM and AR access

• 66th AGM set for 27 Aug 2026 at 11:30 IST via VC/OAVM.
• Annual Report 2025-26 available at web link and exact path.
• Shareholders without registered email will not receive notices electronically.
• Email registration cutoff date: 24 Jul 2026.
• KYC updating for physical holders required per SEBI circular.

Dividend proposal

• Dividend recommended: Rs 1.50 per equity share for FY2025-26.
• Subject to shareholder approval at the AGM on 27 August 2026.

TDS framework and timelines

• TDS on dividend will be deducted at applicable rates under the 2025 Income-tax Act.
• Rates depend on residency and PAN; 10% with PAN, 20% otherwise for residents.
• Non-residents may apply treaty rates; Form 41, TRC and related declarations required.
• Deadline to submit declarations: 19 August 2026; via portal or investor email.
• TDS certificate will be issued post payout; Form 168 shows credit.

AGM and dividend action

• Record date fixed for entitlement to the final dividend for FY ended March 31, 2026.
• Dividend: 15% (Rs 1.50 per equity share of Rs 10), subject to approval.
• Record date for entitlement to dividend and e-voting: Aug 20, 2026.
• AGM scheduled Aug 27, 2026, via Video Conferencing/Other Audio Visual Means.
• E-voting period: Aug 24, 2026, 9:00 to Aug 26, 2026, 17:00 IST.
• Dividend payout within seven days of AGM, subject to shareholders' approval.
• Tax deduction at source will apply, where applicable.

Dematerialisation status

• Dematerialisation requests for quarter ended 30 June 2026 processed and confirmed to the depositories.
• Securities dematerialised have been listed on the exchanges where the earlier issued securities are listed.
• Physical certificates received for dematerialisation were mutilated and cancelled; depository name substituted as registered owner within prescribed timelines.